WCBA
Weaver C. Barksdale & Associates’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Sell |
4,309
-36
| -0.8% | -$19.2K | 2.21% | 7 |
|
|
2025
Q1 | $2.1M | Sell |
4,345
-104
| -2% | -$50.3K | 2.02% | 13 |
|
|
2024
Q4 | $2.37M | Sell |
4,449
-574
| -11% | -$306K | 2.27% | 5 |
|
|
2024
Q3 | $2.36M | Sell |
5,023
-193
| -4% | -$90.7K | 2.13% | 9 |
|
|
2024
Q2 | $2.23M | Sell |
5,216
-93
| -2% | -$39.7K | 2.12% | 10 |
|
|
2024
Q1 | $2.33M | Sell |
5,309
-1,147
| -18% | -$503K | 2.14% | 10 |
|
|
2023
Q4 | $2.45M | Sell |
6,456
-1,678
| -21% | -$637K | 2.4% | 3 |
|
|
2023
Q3 | $2.68M | Buy |
8,134
+1,298
| +19% | +$428K | 2.29% | 3 |
|
|
2023
Q2 | $2.27M | Sell |
6,836
-427
| -6% | -$142K | 2.24% | 2 |
|
|
2023
Q1 | $2.23M | Sell |
7,263
-356
| -5% | -$109K | 2.08% | 5 |
|
|
2022
Q4 | $2.37M | Buy |
7,619
+194
| +3% | +$60.4K | 2.09% | 3 |
|
|
2022
Q3 | $1.87M | Sell |
7,425
-266
| -3% | -$67K | 1.88% | 14 |
|
|
2022
Q2 | $1.83M | Buy |
7,691
+462
| +6% | +$110K | 1.7% | 30 |
|
|
2022
Q1 | $2.17M | Sell |
7,229
-433
| -6% | -$130K | 1.93% | 13 |
|
|
2021
Q4 | $2.31M | Buy |
+7,662
| New | +$2.31M | 2.09% | 6 |
|
|
2017
Q4 | $1.56M | Sell |
9,229
-398
| -4% | -$67.4K | 1.64% | 25 |
|
|
2017
Q3 | $1.43M | Hold |
9,627
| – | – | 1.6% | 31 |
|
|
2017
Q2 | $1.23M | Hold |
9,627
| – | – | 1.43% | 41 |
|
|
2017
Q1 | $1.25M | Buy |
+9,627
| New | +$1.25M | 1.47% | 40 |
|